Regis

138 posts

Regis

Regis

@ValueRegis

Building https://t.co/zCRkE72wKr (beta). Software Engineer + Economist analyzing the gaming industry.

Katılım Nisan 2023
249 Takip Edilen56 Takipçiler
Regis
Regis@ValueRegis·
@10_ch_10 Also a minor title like Lightyear Frontier got a new all-time peak during early access this week.
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TenchInvest
TenchInvest@10_ch_10·
Managed to surpass 15k and reach #12 at Steam (and the competition is rather brutal right now)! I wish they would have done a free weekend to bring in more new players, though.
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TenchInvest@10_ch_10·
Teardown managed to beat its release CCU by >4k yesterday, following the multiplayer update. Currently #15 on Steam. Fully owned IP/studio/engine means a chunk of max margin revenue this Q that the analysts hadn’t factored in. $COFFEE B.ST
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Regis@ValueRegis·
@10_ch_10 Is it just me or it is a little underwhelming? There should be millions of players and just a small portion of them came back. Sales-wise I think its ok, but a sandbox getting multiplayer could get more attention. Not much marketing around also.
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Regis@ValueRegis·
Teardown on all time highs. I kind of expected more marketing around, almost no twitch streaming when this is a huge milestone that could attract so many new players. Good news on the ATH, but I expected more. Lets see if there is a weekend campaign. $embrac $coffee
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Regis@ValueRegis·
@Henkejern @10_ch_10 It’s definitely a game for 30+ people, but it is also an ideal game for them. 50% of 80-90’s kids is still a lot of people. Also, after that decision is Rockstar, they know business.
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Henrik jernbeck
Henrik jernbeck@Henkejern·
@ValueRegis @10_ch_10 you with the rest of the people who liked (and even knows what Max Payne is) have children and jobs and 50+% do not play games anymore. dont put value to old IPs that 12 year olds today have never heard of
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TenchInvest
TenchInvest@10_ch_10·
Taking one of my top 3 biggest losses ever by exiting $REMEDY completely (and likely pinpointing the exact bottom). This failed trade cost around 1% of my portfolio value. From now on I will stop putting money in illiquid ShitCos without strong IP and cash flows...
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Regis@ValueRegis·
@Traderjapanesen @10_ch_10 Of course, but there was also not guaranteed that Alan wake 2 would sell well. The first control did really well, and for this one a lot of people showed huge interest.
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Regis
Regis@ValueRegis·
Slay the Spire II is another example that the gaming market is still growing, but also that 'winner takes all.' Too many good titles are doing poorly, while the few that get all the praise are booming way above expectations.
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TenchInvest
TenchInvest@10_ch_10·
Holy shit, Resident Evil Requiem released less than 30 minutes ago and has already beaten Resident Evil 4 Remake's top CCU by 10% - and at this time of day only unemployed people and kids are playing. This is going to peak at 250-300k... wow! Might be one of the few times when holding over release was worth it (megajinx). $CCOEY $9697.T
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Regis@ValueRegis·
Resident Evil Requiem sales look really solid ahead of launch. With the great reviews and the overall interest it could be Resident Evil best selling title on launch. $CCOEY $9697.T
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Regis@ValueRegis·
@HazzadorGamin Its been #1 for two days now before release, and well among the top selling for the last 30 days. It will probably be a record for a RE title.
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HazzadorGamin, Dragon of Dojima
HazzadorGamin, Dragon of Dojima@HazzadorGamin·
Capcom's Resident Evil Requiem is currently #1 Top seller on Steam (Globally) physical editions are also currently sold out across major retailers.
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Regis@ValueRegis·
Reanimal is still doing well 10 days after release. It has been the "new games" top seller of most countries on PS Store for a few days now, probably doing also well on Switch. It looks like the game didn't explode on day one sales but it reached its audience slowly. $embrac
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Regis
Regis@ValueRegis·
$nacon looks doomed. The $bigben refinancing mess puts them at risk of running out of cash. We'll likely see an acquisition, massive dilution, or bankruptcy. Terrible timing with so many games launching.
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